Data center driven energy development and partnered advisory

Energy and associated infrastructure projects at the turn

We originate and develop powered land and the complex energy networks powering data center campuses, independently and on behalf of a select group of trusted partners.

Slack tide (n.): the brief period of equilibrium when the current stops and the tide turns.

The Platform

Balanced development expertise, for our projects and yours.

Our principals are subject matter experts in the key areas that unlock data center project value: land, entitlement, power development, energy structuring, fuel supply and the agreements that bind them.

01
Principal Development

We originate and sponsor powered-land projects for our own account, managing land acquisition, entitlement, infrastructure design and fuel supply in-house.

Land acquisition and entitlement
Site and infrastructure design
Fuel rights and gas supply
02
Strategic Advisory

We take on a small number of engagements where our experience closes a specific gap, securing contracts and key agreements on behalf of our clients.

Who we advise
Third-party developers
Hyperscalers
Neoclouds
Our expertise

Experience across the assets, agreements and agencies that shape energy projects.

Past Involvements
01
Land
Acquisition and entitlement at scale
02
Power
Generation and supply for large loads
03
Pipelines
Header systems and interconnects
04
LNG
Infrastructure, marketing and transportation
05
Gas storage
Greenfield, FERC-regulated storage facilities
NAESB Purchase and Sale Agreements
ISDA Agreements
Power Purchase Agreements (PPA)
Transportation Services Agreements (TSA)
Asset Management Agreements (AMA)
Energy Management Agreements (EMA)
Agency Agreements
Credit structuring and related agreements
Tariff development
Purchase and Sale Agreements (real property)
Option Agreements
Ground Leases
Right-of-Way and Easement Agreements
Surface Use Agreements
Crossing and Encroachment Agreements
FERC
Federal Energy Regulatory Commission
USACE
U.S. Army Corps of Engineers
TRRC
Railroad Commission of Texas
TCEQ
Texas Commission on Environmental Quality
PUCT
Public Utility Commission of Texas
ERCOT · PJM
Electric Reliability Council of Texas and PJM Interconnection
PHMSA
Pipeline and Hazardous Materials Safety Administration
EPA
U.S. Environmental Protection Agency
USFWS
U.S. Fish and Wildlife Service
DOE
U.S. Department of Energy

Principally Experienced.
Sound partners for changing tides.

Our Principals
Alex Baker
Alex Baker
Principal

Alex brings a developer's discipline and an investor's lens to every project. He has led the development of more than $14B of energy infrastructure, most recently as VP of Development at Gateway Power Group, which exited to a large U.S.-based infrastructure owner in 2023. His experience managing real assets for a farmland-focused investment fund gives him a practical command of land: how it is valued, acquired and positioned for long-term use.

Prior experience
Gateway Power Group (FKA Sun2O Partners)
Ceres Partners
Savion (FKA Tradewind Energy)
Education
BBA in Finance, Georgetown University McDonough School of Business
Ashlee Fox
Ashlee Fox
Principal

Ashlee brings a trader's perspective and founder's approach to every engagement. Her background spans both sides of the energy value chain that data center projects depend on: as a merchant trader, managing proprietary risk in gas markets and structuring complex energy transactions; and as a founder and developer of greenfield, FERC-regulated infrastructure, including Tres Palacios Gas Storage, Leaf River Energy Center and Tioga LNG, each built for private capital and sold. She works fluently across the commercial and physical sides of a project, and understands how decisions in one shape the other.

Prior experience
Constellation Energy
Freepoint Commodities
Sempra Energy Trading
Education
MBA, University of Chicago Booth
BS, Fairfield University
Contact

Partnerships and advisory inquiries.

Let's start a conversation.

For advisory engagements

It helps to include a short note on:

Project location and scale
Current stage of development
The agreements or gaps you need support on
Target timeline